Our Clients

Building deep ongoing relationships takes time and trust. As your advisor, we combine the strength, knowledge, and discipline of our team members to help you manage your financial life – whether you are building your wealth, nearing retirement or living in retirement.

Building and protecting your wealth starts with clear, careful planning. You have time on your side, so we will help you take the critical steps today that can help you build your wealth for tomorrow. Through sound advice and guidance, we act as your Financial Life Advisors to help you take advantage of opportunities and avoid obstacles. We help you:  

  • Identify the goals and priorities that are important to you   AAA-Building-Wealth-O.jpg

  • Establish the strategies and accounts to continue building your wealth

  • Discuss your company’s Employee Stock Ownership Plan (ESOP), Restricted Stock Units (RSUs), Employee Stock Purchase Plan (ESPP) and other stock options to determine how they fit into your overall plan

  • Keep up to date on the markets and the economy via our quarterly newsletter and investment updates

  • Schedule Envision (financial life plan) and investment review meetings to monitor progress towards your goals

With retirement approaching, we continue to revisit your Envision plan and hone your retirement spending goals and needs in preparation for the retirement you’ve worked hard to achieve. We help you address many important questions:

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  • As we approach retirement, how should we adjust your investments to optimize income in retirement?  

  • How do we incorporate the timing and options of pension and social security income streams into our planning?

  • How do we prepare for long-term care health care costs in retirement?

  • Can we reduce market volatility as we approach retirement?

  • How do we incorporate the effects of inflation on our retirement spending needs?

  • How do we prioritize our goals and ideal retirement scenario into a cohesive retirement plan?

We continue our Financial Life Planning throughout retirement to continue to grow to keep pace with inflation, preserve and manage your assets and create the income you need to enjoy retirement. We continue to work with you toaddress financial questions, including:   

  • How do I establish my budget now that I have stopped working?  AAA-Near-Retirement-O.jpg

  • When do I begin taking my Required Minimum Distributions (RMDs) and what if I don’t need the money for living expenses?

  • What are my insurance needs in retirement?

  • How much money should I withdraw from my retirement plans to supplement social security and pension income?

  • Should I revisit my estate plan and charitable gifting strategies?

  • How can I put together a legacy plan for distributing my estate according to my wishes?







Wells Fargo Advisors is not a legal or tax advisor.

Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

This is your journey. We will craft it together. Email Us.